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Vanguard Real Estate ETF

1,219 hedge funds and large institutions have $16.2B invested in Vanguard Real Estate ETF in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 372 increasing their positions, 593 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $967M

7% more capital invested

Capital invested by funds: $15.1B → $16.2B (+$1.01B)

0.36% more ownership

Funds ownership: 56.65%57.02% (+0.36%)

4% less funds holding

Funds holding: 1,2751,219 (-56)

6% less funds holding in top 10

Funds holding in top 10: 122115 (-7)

34% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 128

37% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 593

Holders
1,219
Holders Change
-56
Holders Change %
-4.39%
% of All Funds
24.99%
Holding in Top 10
115
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.74%
% of All Funds
2.36%
New
85
Increased
372
Reduced
593
Closed
128
Calls
$1.21B
Puts
$967M
Net Calls
+$239M
Net Calls Change
+$840M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Sanctuary Wealth Management
Idaho
$2.59M +$288K +3,793 +13%
CIC
402
Carnegie Investment Counsel
Ohio
$2.58M -$416K -5,483 -14%
BAM
403
Bruderman Asset Management
New York
$2.58M -$285K -3,765 -11%
AF
404
Aldebaran Financial
$2.57M -$1.47M -19,393 -37%
PA
405
Parallel Advisors
California
$2.56M -$634K -8,368 -20%
CL
406
CPWM LLC
Washington
$2.54M -$183K -2,414 -7%
CT
407
Coastline Trust
Rhode Island
$2.54M -$443K -5,850 -15%
WCWM
408
Willow Creek Wealth Management
California
$2.53M -$41.5K -547 -2%
HHRDM
409
H&H Retirement Design & Management
Nevada
$2.53M +$773K +10,202 +46%
FPFS
410
First Personal Financial Services
North Carolina
$2.53M -$18.3K -242 -0.7%
REMS
411
Real Estate Management Services
$2.53M +$30.3K +400 +1%
JIP
412
Jaffetilchin Investment Partners
Florida
$2.52M +$1.81M +23,898 +290%
WT
413
Washington Trust
Rhode Island
$2.52M -$378K -4,986 -13%
LNB
414
Ledyard National Bank
$2.51M -$285K -3,758 -11%
SYBT
415
Stock Yards Bank & Trust
Kentucky
$2.49M +$324K +4,273 +16%
DWM
416
Doyle Wealth Management
Florida
$2.47M -$199K -2,621 -8%
CAC
417
Certified Advisory Corp
Florida
$2.46M -$1.42M -18,677 -37%
RT
418
Rockland Trust
Massachusetts
$2.45M -$777K -10,246 -25%
AW
419
Alpha Windward
Massachusetts
$2.44M -$802K -10,578 -25%
MPW
420
Monterey Private Wealth
California
$2.44M +$167K +2,202 +8%
CS
421
Comerica Securities
Michigan
$2.4M -$330K -4,351 -12%
PG
422
Pendal Group
Australia
$2.39M +$897K +11,827 +64%
FFG
423
Fortem Financial Group
California
$2.37M -$351K -4,629 -13%
Franklin Resources
424
Franklin Resources
California
$2.36M +$1.55M +20,385 +216%
GP
425
Girard Partners
Pennsylvania
$2.36M -$35.9K -473 -2%

VNQ Hedge Fund Activity: Q2 2020 in Review

1,219 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2020, worth a combined $16.2B — up 6.7% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of VNQ and 85 opened new positions — a net loss of 43 holders — while 593 trimmed existing stakes and 372 added.

The largest buyer was Fidelity Investments, adding an estimated $775M. The largest seller was Osaic Holdings, cutting an estimated $235M.

  • 1,219 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2020, down from 1,275 in Q1 2020.
  • Funds reported $16.2B of Vanguard Real Estate ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 85 funds opened new Vanguard Real Estate ETF positions in Q2 2020 and 128 closed out, a net change of -43 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2020 was Fidelity Investments, an estimated $775M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2020 was Osaic Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2020.